Technology >> Sector Roundtables >> January 12, 2009


Pablo Perez-Fernandez has led the wireless research practice at Global Crown Capital, LLC, since April 2007. He comes to Global Crown Capital from the G2 Group/Sagio Investments, where he was Director of Research and the head of Risk Management. In addition, he acted as the co-CEO of Detto Technologies, a software company controlled by the G2 Group. During his tenure as Detto's co- CEO, the firm completed three M&A transactions, completely changed its business strategy and was awarded the largest contract in its history. Prior to the G2 Group/Sagio Investments, he was the Senior Wireless Analyst at the Stanford Group and ThinkEquity Partners, where he developed a faithful institutional following for his detailed, value-added research on the wireless industry. He started his Wall Street career as an associate in the number one ranked telecom equipment team at Sanford Bernstein. Prior to Bernstein, he was a Strategy Consultant to Fortune 500 companies at the Mitchell Madison Group. He started his professional career at the Raytheon Systems Company as a Senior Radar Engineer working on internal research projects on space time adaptive processing and advanced signal processing algorithms. He holds a Bachelor's degree in Pure Mathematics from Yale University and a PhD in Applied Mathematics from the University of California in Los Angeles. Profile
Mark McKechnie joined American Technology Research in May 2007 to cover the telecom equipment sector. He has over 20 years of experience in the technology industry and on Wall Street. He spent the past two years running Twin Peaks Capital, LLC, a fund focused on hyper-growth companies with an emphasis on technology. This followed seven years as the Wireless Equipment Analyst at Montgomery Securities (now BofA) before, during and after the late 1990s tech bubble. He started his career in the late 1980s as a cell phone designer on Motorola's first flip phone, the MicroTAC, and then spent four years at Intel during the early/mid-1990s as a product manager in the desktop and notebook processor groups. He graduated from Purdue University with a BS degree in Computer and Electrical Engineering and later earned his MBA degree at the Kellogg Graduate School of Management at Northwestern. Profile
Eric Kainer joined ThinkEquity in 2006, and is a Principal in Research focusing on networking and communications. He came to ThinkEquity from Needham & Company, where he covered communications companies. Prior to Needham, he advised entrepreneurial companies on strategy and finance. Before that he served as a senior manager at AT&T (later Lucent) in a number of international sales, business development, and marketing roles. The initial stages of his career were spent in software R&D and computer sales with the former Data General (now part of EMC), and as a market analyst at IDC. He earned his MBA degree from Wharton, and his BSE degree in Computer Science and Engineering from the University of Connecticut. Profile
TWST: Eric, here we've gone from a pretty good economy at the early part of 2008

to a pretty bad one at the end of 2008. What has that done for the telecom

equipment business so far?